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INCPAS honors 20 award winners and finalists at 2024 CPA Celebration

Meet the award winners and finalists who were honored at the 2024 INCPAS CPA Celebration.

Meet the 2024 CPA Celebration Award Finalists

Meet the award finalists and winners who will be honored during CPA Celebration at Crane Bay Event Center on Nov. 22, 2024.

Subscription Based Billing Revolution: It’s Time for CPA Firms to Charge Their Worth

Have you ever heard the expression ‘charge your worth?’ Well, this phrase summarizes why hourly billing doesn’t work. Here’s your alternative.

Overcoming Resistance to Technology Adoption in CPA Firms

In the 2024 CPA Firm Trends Report, we delve into the common causes of resistance and offer practical solutions to foster a culture of innovation.

Generative AI Solutions: 4 Key Risk Areas for CPA Firms

Although generative AI solutions can provide benefits for CPA firms, risks include accuracy and quality control, confidentiality, privacy, security, ethical issues and more.

Why Sales Can Feel “Icky” for CPAs (And What You Can Do About It)

To make sales conversations more comfortable and effective for everyone involved, here’s how to switch your paradigm from sales as a transaction to sales as a relationship-building collaboration.

Life Transitions Can Trigger Deeper Client Service Opportunities with the PFS Credential

Unexpected events and major life transitions offer a critical opportunity to assist clients.

CPA Cybersecurity Checklist

Businesses of every size are more vulnerable than ever to cybersecurity breaches. There are several steps firms can take to significantly minimize the risk.

3 Signs You’re Ready to Add Virtual CFO Services to Your Firm

Virtual CFO services are a potentially valuable next step for many CPA firms — here are some important signs that will help you determine if you’re ready.

INCPAS Member Case Study: My Top Tips & Takeaways from 30 Years in Corporate Finance

Aunt Millie’s CFO Judy Bobilya-Feher shares what she’s learned throughout her career that has helped her succeed with processes, projects and people.

5 Key Risk Management Considerations & Top FAQs for Firms Contemplating Outsourcing

As firms struggle with staffing and resource constraints, more are considering outsourcing. Here are 5 key risk management considerations and top FAQs for firms to know when evaluating this option.

INCPAS Member Case Study: 3 Tips to Foster New Ideas & Growth in Your Organization

As one of the co-founders of Summit virtual CFO firm, over the past 20 years I’ve developed a few key insights about how the change process should flow. As Summit has grown in revenue and employees, here’s what I’ve learned along the way.

INCPAS Member Case Study: 4 Ways Remote Work Has Driven Client Advisory Revenue & Staff Success

How a virtual CFO firm successfully changed the type of work they do, how they do it and where they do it—all of which have built a scalable infrastructure that has more than doubled in size every 3 years.

INCPAS Member Case Study: 5 Ways Leaders Can Meet Modern Employee Expectations

INCPAS member and Wheeler & Associates owner Katie Stephens, CPA, shares her tips for leaders to offer employees the benefits they want or need most right now.

3 Key Areas Where CPAs Should Be Reskilling for Success

Every CPA, whether in public accounting or corporate finance, is now expected to have an increasingly growing, robust list of hard and soft skills. Here are 3 key areas driving the need for reskilling.

INCPAS Member Case Study: Tips for Successful Onboarding & Retention at Your Firm

INCPAS member and Insight Accounting Group partner Danielle Thompson, CPA, shares their firm's successful strategies for team onboarding and retention.

3 Types of Client Advisory Services Clients Want from Their CPA

These key areas of service are where CPAs, including many INCPAS members, are seeing the biggest demands and finding the most success.

Tech Series: The Profitable Practice—Offering New Lines of Service

In Part 3 of our Tech Series, we’ll share examples of client advisory services and tips on how to begin capitalizing on them in your practice.

Overcome the Fear of Change: How to Embrace and Adapt to the Future

Embracing change is the only way to carve out a better future for yourself, both professionally and personally.

Tech Series: Solutions to Create More Capacity for Your Team

In Part 2 of our Tech Series, we will highlight specific strategies and tools for firms to make the most of their key asset: their people.

Displaying results 1 - 20 of 44